Forms are imported into the Website Host and Study Level
form builder application by clicking the Import Form link in the Links table as
shown in the figure below.

NOTE: User’s need to verify they are working in the
correct Sponsor and Study in the Right Client Zone.

When importing forms, Users should only import Forms that
are Form Types created or used at that Level.
Form types that are not part of a Form Builder Level are not related to
the level and therefore do not display in the related applications. For example, if a User wants to Import a
Subject Form and imports it into the Website Host Level Form Builder, the Form
will not display in the Website Host Level applications or Study Level
applications. Below are the Form Types created and used at each Level of the
system.

Validated – Gives
the Status of a Form. Forms that are
created in the Website Host Form Builder (User, Site, Study forms) are not
validated forms and show a validated status of Not Applicable. However, Subject Forms show a status of
either not validated or validated. When
a Subject Form is displayed in the Import Form Library, the validated column
shows the Status of the Form, the Date of validation and who validated the
Form.

Select –
clicking the Select control allows a User to select a single form to import

Select
Many – clicking the checkboxes in the appropriate form row allows the
User to select as many forms as desired. After clicking the checkboxes the User simply clicks the Import Checked
Forms button at the bottom of the window and the selected forms will display in
the Existing Forms Data Table of the Form Builder.

Delete –
Clicking the Delete control in the selected form row removes forms completely from
the system.

* Clicking the column header sorts the
column

(Remember,
if a User does not see certain controls, the granted rights to use them have
not been granted.)

The Library dropdown allows the User to select “All” to
display all Forms that have been exported to created libraries. To select a specific library of forms, click
the Library drop down and select the desired library of forms as shown in the
figure below. Once checked, the forms
for the selected library will display in the Existing Forms Data Table.

The Rows dropdown allows the User to select the number of
Rows displayed in the table.

To select a single Form to import, click the Select control
in the Form Row. To select multiple
forms to import, click the check box in each form row and then click the Import
Checked Forms button as shown in the figure below.

After clicking the Select control for a single Form, or
clicking the checkboxes and clicking the Import Checked Forms button, the User
is returned to the Form Builder application where the Forms have been imported
into the Existing Forms Data Table.

To view a Form, click the select control in the Existing Forms Data table for the Form to review as shown in the figure below. This opens the form in the Form Builder application where the form can be reviewed and edited accordingly.

Exporting Forms

Forms are exported to Form Libraries from the Form Builder
application by clicking the Export control in the Forms row of the Existing
Forms Data Table, as shown in the figure below.

Clicking the Export control opens a pop-up window that allows the user
to Export the Form to a Form Library so it can be reused by other Sponsors,
Sites, etc. depending on whether it is exported to a Public or Private Library.
The Export , as shown in the figure below, so it can be reused by other
Sponsors, Sites, etc.

When a Form is exported to a Form Library, all the Forms
Properties, Field properties, conditional actions and the Forms status are
exported to the library.

In the popup window, click the Library drop down, select the
Form Library

Then click the Export Form button.

For information on Creating Form Libraries, see the Help
files on Form Libraries.